Civic Intelligence

Manthei Charitable Trust

990PF • Fiscal year 2023 • EIN 38-1204856

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 26, 2024

05481 US 31 SouthCharlevoix, MI 49720

(231) 347-4672

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

94th percentile

122%

Faster asset growth than 94% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

6587%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$121,374

Up $66,607 (+122%) from 2022

Net Assets

Up

$121,374

Up $66,607 (+122%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue

Up

$70,081

Up $69,033 (+6587%) from 2022

Expenses

Down

$3,474

Down $34,868 (-91%) from 2022

Net Income

Up

$66,607

Up $103,901 (+279%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $736,360Liabilities 2011: $02011Assets 2012: $622,950Liabilities 2012: $02012Assets 2013: $728,352Liabilities 2013: $02013Assets 2014: $297,656Liabilities 2014: $02014Assets 2015: $568,014Liabilities 2015: $02015Assets 2016: $240,996Liabilities 2016: $0Net Assets 2016: $240,9962016Assets 2017: $354,772Liabilities 2017: $0Net Assets 2017: $354,7722017Assets 2018: $279,910Liabilities 2018: $0Net Assets 2018: $279,9102018Assets 2019: $285,216Liabilities 2019: $1Net Assets 2019: $285,2162019Assets 2020: $191,532Liabilities 2020: $1Net Assets 2020: $191,5322020Assets 2021: $92,061Liabilities 2021: $12021Assets 2022: $54,767Liabilities 2022: $1Net Assets 2022: $54,7672022Assets 2023: $121,374Liabilities 2023: $1Net Assets 2023: $121,3742023

Highlighted filing

2023

Assets$121,374
Liabilities$1
Net Assets$121,374

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KRevenue 2011: $90,513Expenses 2011: $73,825Net Income 2011: $16,6882011Revenue 2012: $83,223Expenses 2012: $196,633Net Income 2012: -$113,4102012Revenue 2013: $134,798Expenses 2013: $29,396Net Income 2013: $105,4022013Revenue 2014: -$157,842Expenses 2014: $272,854Net Income 2014: -$430,6962014Revenue 2015: $416,131Expenses 2015: $145,773Net Income 2015: $270,3582015Revenue 2016: $156,073Expenses 2016: $483,091Net Income 2016: -$327,0182016Revenue 2017: $386,587Expenses 2017: $272,811Net Income 2017: $113,7762017Revenue 2018: $176,154Expenses 2018: $251,016Net Income 2018: -$74,8622018Revenue 2019: $149,468Expenses 2019: $144,162Net Income 2019: $5,3062019Revenue 2020: $49,109Expenses 2020: $142,793Net Income 2020: -$93,6842020Revenue 2021: $64Expenses 2021: $99,535Net Income 2021: -$99,4712021Revenue 2022: $1,048Expenses 2022: $38,342Net Income 2022: -$37,2942022Revenue 2023: $70,081Expenses 2023: $3,474Net Income 2023: $66,6072023

Highlighted filing

2023

Revenue$70,081
Expenses$3,474
Net Income$66,607
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 26, 2024
Return Version
2023v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK MANTHEITrustee-$0--
TIM MANTHEITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Manthei Charitable Trust
EIN
38-1204856
Phone
2313474672
Address
05481 US 31 SOUTH, CHARLEVOIX, MI 49720

Signing Officer

Name
Mark Manthei
Title
Trustee
Phone
2313474672
Signed
2024-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Great Lakes Inc
Address
134 W HARRIS ST, CADILLAC, MI 49601
Preparer
Ryan L Howell CPA
Phone
2317759789
Raw XML Appendix282 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd4MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd5MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd6MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd7MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd049720
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd149720
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd249720
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd349720
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd449720
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd549720
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd649720
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd749720
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MANTHEI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02313474672
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MANTHEI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MANT
ReturnHeader/Filer/EIN0381204856
ReturnHeader/Filer/PhoneNum02313474672
ReturnHeader/Filer/USAddress/AddressLine1Txt005481 US 31 SOUTH
ReturnHeader/Filer/USAddress/CityNm0CHARLEVOIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049720
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381910111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS GREAT LAKES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0134 W HARRIS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CADILLAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049601
ReturnHeader/PreparerPersonGrp/PhoneNum02317759789
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN L HOWELL CPA
ReturnHeader/ReturnTs02024-02-27T08:45:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MANTHEI
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.70$0.03$0.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.01$0.38$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.00$1.00$0.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.49$1.43$0.94
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$1.49$1.44$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$1.76$2.51$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$3.87$2.73$1.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$1.56$4.83$3.27
2015Summary only. Only limited summary data is available for this year.$5.68$0.00$4.16$1.46$2.70
2014Summary only. Only limited summary data is available for this year.$2.98$0.00$1.58$2.73$4.31
2013Summary only. Only limited summary data is available for this year.$7.28$0.00$1.35$0.29$1.05
2012Summary only. Only limited summary data is available for this year.$6.23$0.00$0.83$1.97$1.13
2011Summary only. Only limited summary data is available for this year.$7.36$0.00$0.91$0.74$0.17